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同步领导所有权和活动

上次更新时间: 二月 13, 2025

除非另有说明,否则适用于以下任何订阅

销售 Hub   Professional , Enterprise

线索所有者属性指定用户为线索所有者。默认情况下,该属性独立于与之关联的记录的联系人或公司所有者 ,因此拥有联系人或公司的用户可能并不拥有关联的线索。要在关联的线索和联系人之间保持一致的所有权,可以打开同步所有权设置。

默认情况下,关联联系人或公司的活动不会同步到线索。要保持活动所有权的一致性,可以打开线索活动同步。

To sync lead ownership:

  • 在 HubSpot 帐户中,单击顶部导航栏中的 settings“设置”图标
  • In the left sidebar menu, navigate to Objects > Leads.
  • You can automatically set the lead owner to the same owner as the contact or company. To do this, click to toggle the Sync lead owner with contact and company owner switch on.

    • To also updates your existing open leads, click Yes in the dialogue box.

Please note: if a lead owner changes after a lead is set to Closed, it won't be updated automatically.

To sync lead activities:

  • Users with Super Admin permissions can automatically sync lead activities with lead owners. To do this, click to toggle the Sync lead activities with lead owner switch on.

  • To turn off either setting, click to switch the switch off.
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